In re Gannon

8 Mills Surr. 354, 73 Misc. 325, 132 N.Y.S. 712
CourtNew York Surrogate's Court
DecidedAugust 15, 1911
StatusPublished
Cited by3 cases

This text of 8 Mills Surr. 354 (In re Gannon) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Gannon, 8 Mills Surr. 354, 73 Misc. 325, 132 N.Y.S. 712 (N.Y. Super. Ct. 1911).

Opinion

Fowler, S.

This proceeding comes before the surrogate on [355]*355allegations to revoke the probate of a will. In such an application, under the former law here applicable, the executor, or persons interested against the allegations, must prove the will de novo by original proofs. This proceeding is very like the former application to rescind the conclusion of a probate court.

On the hearing in this cause great latitude was permitted the petitioners for revocation, because of an allegation ore tenus tendered in court that the will was part of a general plan to obtain possession of the estate of Mary T. Sprowl, and that the will and several conveyances were procured from Mrs, Sprowl by the proponents of the will as the result of a conspiracy or general scheme to obtain the estate of testatrix. This is. more than a charge of undue influence. On the trial of such an issue evidence of other transactions besides the will, but in furtherance of the common enterprise or scheme, is sometimes held to be relevant to the principal charge. The abstract right of those so alleging conspiracy to prove such other acts was urged, on the surrogate on the hearing and, over the protest of the proponents, the surrogate deemed it proper to admit rather than to exclude proof of any facts tending to substantiate such, allegations. Lewis v. Mason, 109 Mass. 169; Somes v. Skinner, 16 id. 348; Bottomley v. United States, 1 Story, 135, 143;. Packer v. United States, 106 Fed. Rep. 906; Commonwealth v, Eastman, 1 Cush. 189, 216.

The Surrogate doubtless has the power to require such an allegation to be put in writing (Code Civ. Pro., § 2633), if' the written objections to the probate do not by implication permit such proofs. The issues presented by the ordinary-objections to probate are sometimes too general in character to fulfil the purposes of a pleading and to afford proper notice to the other party. The former practice in probate proceedings required each position of respondents to be set forth in a separate allegation which was duly considered as to its competency and sufficiency before the taking of the [356]*356depositions based on such allegation. The surrogate has no doubt that such practice contributed to the excellence of the decisions in testamentary causes in former times: Mr. Bradford, fortunately once the surrogate for this county, frequently directed the positions of parties before him to be tendered in the form of written allegations. The pleading of contestants in Surrogates’ Courts under the present practice is largely ore terms and does not, as I think I observe, tend to precision. Indeed, this practice may account in some degree for the informality often observable in the records of proceedings in probate courts where neither the surrogate nor the petitioners are precisely advised in advance of the material facts on which objectors rely. The proponents, however, did not take exception in this cause to the fact that the allegation of conspiracy was oral, although it was perhaps a surprise to them, as the proceeding was one to revoke a probate for other allegations specifically contained in the petition.

•Where fraud and conspiracy are charged in a testamentary cause it is generally conceded that the party alleging it has a latitude hardly to be conceded in other causes involving only the factum of will. When fraud is charged, its is difiL cult to say that any facts bear too slightly on the issue, if they bear at all. Lock v. Denner, 1 Add. Ecc. Rep. 357. The precise mode of committing the fraud need not be proved, if the circumstances actually proved raise a legitimate presumption of fraud. McLaughlin v. McDevitt, 63 N. Y. 220.

The proofs taken under the surrogate’s ruling, permitting proof of the conspiracy alleged ore terms, were possibly more extended in this cause than was necessary, as, on the final submission of the cause, the experienced council for the petitioners to revoke the probate very properly narrows his contentions to the insufficiency of the proofs bearing on the [357]*357■factum of the will. The issue before me, therefore, is now confined to the factum of the will.

Mrs. Sprowl, the maker of the will in question, was a woman upward of sixty years of age when her will was executed. Much testimony was addressed to her precise situation in life and to the character of the persons composing her household. I shall advert to these things only in so far as they have a legal bearing. It appears that the testatrix had long lived in the city of New York, where the will was made. At the time of making her will she had living no nearer blood relations than a first and several second cousins, none of whom was then apparently on terms of affectionate or even familiar intercourse with the testatrix. The contesting relatives, in any event, in her lifetime seem to have left Mrs. Sprowl much alone.

In the later years of her life and for some time before her death Mrs. Sprowl’s ordinary household consisted mainly of her daughter-in-law, Mrs. Shields, the widow of a deceased son of Mrs. Spowl, and a son of Mrs. Shields. This son of Mrs. Sprowl’s daughter-in-law was proven to be not of the blood of testatrix. He was not, in fact, her grandson. But from infancy and during the entire life of his stepfather, Mrs. Sprowl’s son, he had been an inmate of Mrs. Sprowl’s house and he continued to be such inmate for a considerable part of the time thereafter. There is some evidence that Mrs. Sprowl spoke of this young man (the son of Mrs. Shields) as her own grandson.' In all events the relationship, real or factitious, between Mrs. Sprowl and the young person in question was intimate (and this is the important point), indeed, so intimate that it doubtless assumed some semblance of the relationship ordinarily existing between an elderly grandmother and her grandson. .The testimony too plainly discloses that Mrs. Sprowl’s was not a substantial household; the existence of some of its inmates was not an ordinary one; even their names. [358]*358and their family relationships were somewhat more fluctuating and elusive, perhaps, than ordinary conventions permit. Tut the surrogate ought, I think, to assume that the fact that ■such persons were members of the same household had some benevolent influence on their feelings toward one another, and that the ties, whether actual or adoptive, existing between Mrs. Sprowl and the young man who was the principal beneficiary under her testamentary dispositions were not altogether -destitute of that real affection or interest which mere intimacy and the trials and burdens of a life borne together ordinarily ■develop among the inmates of one household. It would seem that the fact of a family life lived in common is the one which is most pertinent to the question of the propriety of the will mow before me. This fact I am bound to consider, as it was fully established on the hearing.

No matter what the testimony tends to show concerning the abnormal idiosyncrasies or the peculiar occupations or ■pursuits of this perhaps exceptional household, the surrogate -ought not to assume that the deceased and those living under her care and protection were for that reason altogether destitute of those reciprocal interests in one another which mankind ordinarily attributes to the members of a common household. On the contrary, the true inference would seem to the surrogate to be that those, driven of necessity by the rigorous rules of civilized life to their own exclusive companionship, would possess their narrower interests more closely in common.

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Bluebook (online)
8 Mills Surr. 354, 73 Misc. 325, 132 N.Y.S. 712, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-gannon-nysurct-1911.